See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $511,006 | $202,318+152.6% | $172,739+195.8% | $152,861+234.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.58% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.7pp |
| Employer contribution / active EE | $30,000 | $5,856+412.3% | $5,143+483.3% | $4,762+529.9% |
| Participant deferral / active EE | $29,779 | $5,948+400.6% | $5,198+472.9% | $5,850+409.0% |
| Admin fee / account holder | $21 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |